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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,631 | $182,442-79.9% | $163,379-77.6% | $138,895-73.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 24.92% | 72.74%-47.8pp | 63.41%-38.5pp | 145.39%-120.5pp |
| Employer contribution / active EE | $1,178 | $4,159-71.7% | $3,752-68.6% | $4,194-71.9% |
| Participant deferral / active EE | $3,879 | $6,817-43.1% | $6,282-38.3% | $6,396-39.4% |
| Admin fee / account holder | $18 | $10,396-99.8% | $9,818-99.8% | $12,562-99.9% |